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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 951 |
951
General Atlantic
New York
| USD 3180 M | -USD 1126 M | -26% | 1.94% | 168% | 22 | 13.64% | 2.9 |
|
| 952 |
952
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| USD 3177 M | -USD 65.1 M | -2% | 0.24% | 25.5% | 2 | 0% | 5.8 |
|
| 953 |
953
Dynamic Advisor Solutions
Phoenix,
Arizona
| USD 3176 M | +USD 214 M | +7% | 2.13% | 70.9% | 1,007 | 13.11% | 3.1 |
|
| 954 |
954
PAR Capital Management
Boston,
Massachusetts
| USD 3176 M | -USD 39.5 M | -1% | 2.26% | 138% | 54 | 16.67% | 3 |
|
| 955 |
955
TD Private Client Wealth
New York
| USD 3176 M | +USD 129 M | +4% | 1.55% | 57% | 1,277 | 9.55% | 3.4 |
|
| 956 |
956
Sigma Planning Corp
Ann Arbor,
Michigan
| USD 3156 M | -USD 26 M | -0.8% | 3.52% | 87.3% | 1,289 | 12.88% | 3.7 |
|
| 957 |
957
Boston Financial Management
Boston,
Massachusetts
| USD 3144 M | +USD 269 k | +0% | 1.68% | 30.1% | 337 | 3.86% | 5.4 |
|
| 958 |
958
MUFG Bank
Tokyo 100-8388,,
Japan
| USD 3130 M | -USD 382 M | -11% | 7.25% | 74% | 3 | 0% | 1.8 |
|
| 959 |
959
Highbridge Capital Management
New York
| USD 3129 M | +USD 398 M | +15% | 1.15% | 55.8% | 359 | 16.16% | 1.1 |
|
| 960 |
960
Avantax Planning Partners
Dubuque,
Iowa
| USD 3111 M | +USD 23.5 M | +0.8% | 0.8% | 51% | 496 | 11.09% | 3.5 |
|
| 961 |
961
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 3100 M | +USD 54.5 M | +2% | 3.9% | 181% | 1,221 | 8.76% | 3.7 |
|
| 962 |
962
Jasper Ridge Partners
Menlo Park,
California
| USD 3091 M | -USD 88.8 M | -3% | 0.94% | 84.2% | 154 | 6.49% | 4.4 |
|
| 963 |
963
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 3086 M | +USD 22.6 M | +0.7% | 8.54% | 144% | 96 | 6.25% | 4.3 |
|
| 964 |
964
Troy Asset Management
London,
United Kingdom
| USD 3079 M | -USD 227 M | -7% | 0.95% | 53.9% | 35 | 11.43% | 4.9 |
|
| 965 |
965
Focused Investors
Los Angeles,
California
| USD 3079 M | -USD 114 M | -4% | 0.98% | 51.3% | 23 | 0% | 7.3 |
|
| 966 |
966
Readystate Asset Management
Chicago,
Illinois
| USD 3078 M | -USD 3993 M | -56% | 1.75% | 43.4% | 1,155 | 66.23% | 0.4 |
|
| 967 |
967
RFG Advisory
Birmingham,
Alabama
| USD 3069 M | +USD 131 M | +4% | 1.8% | 52.3% | 753 | 12.75% | 2.8 |
|
| 968 |
968
Atreides Management
Boston,
Massachusetts
| USD 3062 M | -USD 1343 M | -30% | 1.54% | 229% | 52 | 50% | 0.8 |
|
| 969 |
969
Alesco Advisors
Pittsford,
New York
| USD 3052 M | +USD 10.4 M | +0.3% | 0.29% | 46.9% | 192 | 6.25% | 5.5 |
|
| 970 |
970
Concurrent Investment Advisors
Tampa,
Florida
| USD 3044 M | +USD 563 M | +23% | 3.35% | 99.5% | 1,091 | 24.93% | 0.4 |
|
| 971 |
971
Moran Wealth Management
Naples,
Florida
| USD 3039 M | -USD 47.1 M | -2% | 0.25% | 111% | 440 | 19.09% | 1 |
|
| 972 |
972
NEPC LLC
Boston,
Massachusetts
| USD 3033 M | +USD 127 M | +4% | 0.07% | 21.3% | 41 | 2.44% | 2.3 |
|
| 973 |
973
Ritholtz Wealth Management
New York
| USD 3031 M | +USD 132 M | +5% | 3.38% | 93% | 882 | 17.46% | 2.2 |
|
| 974 |
974
Brighton Jones LLC
Seattle,
Washington
| USD 3028 M | +USD 255 M | +9% | 4.6% | 97.9% | 674 | 12.46% | 3.5 |
|
| 975 |
975
Destination Wealth Management
Walnut Creek,
California
| USD 3027 M | +USD 18.5 M | +0.6% | 2.58% | 52.7% | 233 | 9.87% | 5.3 |
|